• How to Balance Your Forecasted Balance Sheet

    A few months ago, I spoke with a financial analyst who didn’t know how to efficiently balance a forecasted balance sheet. It’s a common challenge, so I thought I’d share a simple approach that might help those diving into 3-statement modeling. The key? 𝗦𝘁𝗮𝗿𝘁 𝘄𝗶𝘁𝗵 𝗮 𝗯𝗮𝗹𝗮𝗻𝗰𝗲𝗱 𝗯𝗮𝗹𝗮𝗻𝗰𝗲 𝘀𝗵𝗲𝗲𝘁 𝗮𝗻𝗱 𝗯𝘂𝗶𝗹𝗱 𝘀𝘁𝗲𝗽 𝗯𝘆 𝘀𝘁𝗲𝗽, rather